Cogent Blue Wealth Advisors, LLC Reduced Holdings in Q4 2025

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
-33.9K
- 11.44%
$87.37 - $90.92 $2.96M - $3.08M
262K $24.7B
IEMG
Ishares Inc

ETFs
-10.1K
- 31.0%
N/A
22.4K $1.51B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7.46K
- 51.76%
$78.65 - $79.19 $586K - $591K
6.95K $548M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-7.1K
- 8.51%
$49.98 - $50.22 $355K - $356K
76.3K $3.77B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.34K
- 40.1%
$119.13 - $120.38 $397K - $401K
4.98K $595M
MSFT
Microsoft Corp

Technology
-19
- 0.32%
$496.82 - $542.07 $9.44K - $10.3K
5.83K $2.82B
ORCL
Oracle Corp

Technology
-154
- 9.56%
$217.57 - $313.0 $33.5K - $48.2K
1.46K $284M
LHX
L3 Harris Technologies, Inc.

Industrials
-400
- 16.79%
$283.87 - $306.76 $114K - $123K
1.98K $582M
HD
Home Depot, Inc.

Consumer Cyclical
-235
- 27.98%
$358.03 - $397.02 $84.1K - $93.3K
605 $208M
NVDA
Nvidia Corp

Technology
-693
- 3.24%
$179.83 - $207.04 $125K - $143K
20.7K $3.86B
SONY
Sony Group Corp

Technology
-3.08K
- 23.57%
$27.71 - $30.26 $85.2K - $93K
9.97K $255M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.52K
- 7.07%
$52.54 - $55.77 $79.9K - $84.8K
20K $1.07B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.96K
- 7.56%
$47.98 - $48.33 $93.8K - $94.5K
23.9K $1.15B
AVUV
American Centy ETF Tr Avantis

ETFs
-1.07K
- 9.41%
$95.19 - $100.66 $101K - $107K
10.3K $1.05B
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.08K
- 3.29%
$55.75 - $58.83 $171K - $181K
90.4K $5.39B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-90
- 6.91%
$245.79 - $258.02 $22.1K - $23.2K
1.21K $303M
MA
Mastercard Inc

Financial Services
-42
- 6.04%
$536.85 - $580.45 $22.5K - $24.4K
653 $373M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1
- -0.0%
$59.84 - $60.54 $59.8 - $60.5
160K $9.61B
IBN
Icici Bank LTD

Financial Services
-141
- 0.68%
$29.87 - $32.94 $4.21K - $4.64K
20.5K $612M
DE
Deere & CO

Industrials
-6
- 1.11%
$439.11 - $480.78 $2.63K - $2.88K
533 $248M
AVEM
American Centy ETF Tr Avantis

ETFs
-144
- 1.76%
$73.09 - $78.36 $10.5K - $11.3K
8.02K $617M
EEM
Ishares Msci Emerging Markets

ETFs
-21
- 0.21%
$51.94 - $56.01 $1.09K - $1.18K
10K $548M
VEA
Vanguard Ftse Developed Market

ETFs
-2.26K
- 3.6%
$59.18 - $62.09 $134K - $140K
60.4K $3.77B
WFC
Wells Fargo & Company

Financial Services
-36
- 1.42%
$77.62 - $87.3 $2.79K - $3.14K
2.49K $232M
HDB
Hdfc Bank LTD

Financial Services
-405
- 2.5%
$33.8 - $37.18 $13.7K - $15.1K
15.8K $578M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.05K
- 2.43%
$79.1 - $82.39 $162K - $169K
82.2K $6.78B
DFIV
Dimensional ETF Tr

ETFs
-1.1K
- 5.05%
$45.13 - $48.25 $49.7K - $53.2K
20.7K $1.03B
TJX
Tjx Companies Inc

Consumer Cyclical
-15
- 0.11%
$138.56 - $147.63 $2.08K - $2.21K
13.4K $2.05B
AAPL
Apple Inc.

Technology
-78
- 0.58%
$245.27 - $275.25 $19.1K - $21.5K
13.4K $3.63B
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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